Originally published in North Bay Business Journal Interest rates continue to be on everyone’s minds these days, and with good reason: The Fed has raised rates a total of six times this year in an effort to combat inflation. With mortgage rates hovering around 20-year highs and the housing market softening, what is the most […]
Read More… from Should I Stay or Should I Go? Six Tips for Real Estate Moves
Willow Creek Founder and Chairman of the Board Bruce Dzieza has more than three decades of experience working with clients to help them reach their financial goals. Here are his top 12 landmines to avoid in your financial planning process: Listening to and acting on cocktail party chatter Putting too much faith in financial news […]
Read More… from Financial Landmine Series: 12 Mistakes to Avoid
Homeowner’s insurance is one of those topics that garner little interest from most people. Copies of declaration pages and notices from insurance companies often sit unread or barely glanced at until times of need. The details are dry, and the numbers and terms used are a challenge to understand. For most, it is more a […]
Read More… from Market Commentary: Fall 2021 – Homeowner’s Insurance
Originally published in North Bay Business Journal Willow Creek Wealth Advisor Jake Weber answered questions posed by North Bay Business Journal about where we are after a challenging year, and where we are headed. In the pandemic, more people saved. Did they sock money away in safer, but lower return vehicles like saving or money […]
Read More… from Road Ahead for Your Money: Lessons from a Challenging Year
We would like to thank everyone who joined us for our Sustainable Living Webinar! If you weren’t able to attend (or just want another chance to digest all the information presented) here is the webinar recording. If you have any ideas you would like to share for future Sustainable Living Webinar topics, please let us […]
Read More… from Video: Sustainable Living Webinar with Vert Asset Management
We are so excited to host Sam and Sarah Adams from Vert Asset Management as our guests for next week’s Sustainable Living Webinar! Vert Asset Management is a global sustainable real estate fund, and Sam and Sarah are passionate about environmental sustainability and the possibilities and promise of sustainable investing. Before we tackle the issue […]
Read More… from What’s a REIT? Owning Real Estate Without the Hassle
You’ve saved. You’ve invested. You’ve worked hard. But somehow, you fear there won’t be quite enough income to live on comfortably when you retire. What else can you do? Though we would only recommend this option under very specific circumstances, a reverse mortgage is a planning tool that can enable you to borrow against your […]
Read More… from Reverse Mortgages Can be a Retirement Tool — With Caution
You may have been hearing a lot about mortgage refinancing during the pandemic, and with good reason: the Federal Reserve has dropped interest rates twice to stimulate the economy, which has led to historically low mortgage rates. But if you are considering a refi, you might want to act sooner rather than later. The Government-Sponsored […]
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